CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 40 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$17,000
-19.0%
593
+1.0%
0.00%
Q1 2022$21,000
-4.5%
587
+0.5%
0.00%
Q4 2021$22,000
+4.8%
584
+2.8%
0.00%
Q3 2021$21,000
-25.0%
568
-21.3%
0.00%
-100.0%
Q3 2019$28,000
+3.7%
7220.0%0.00%0.0%
Q2 2019$27,000
-3.6%
7220.0%0.00%0.0%
Q1 2019$28,000
+12.0%
7220.0%0.00%0.0%
Q4 2018$25,0007220.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CPWM, LLC 271,628$9,129,0002.06%
Private Advisory Group LLC 68,560$2,304,0000.90%
1st Global Advisors, Inc. 117,030$3,933,0000.49%
BOK Financial Private Wealth, Inc. 68,462$2,301,0000.35%
Sterling Investment Advisors, Ltd. 11,950$402,0000.32%
ADELL HARRIMAN & CARPENTER INC 38,450$1,292,304,0000.32%
QUANTUM CAPITAL MANAGEMENT 28,746$966,0000.26%
GREYSTONE INVESTMENT MANAGEMENT LLC 13,320$448,0000.23%
Freedom Investment Management, Inc. 76,146$2,559,0000.16%
Perigon Wealth Management, LLC 20,898$734,0000.16%
View complete list of ISHARES TR shareholders